Hiring a financial consultant is a smart step toward financial clarity and growth—but what actually happens after the contract is signed? The first 90 days are crucial for laying a solid foundation and building momentum toward results.
In the first week, consultants typically conduct a discovery session. They’ll ask about goals, challenges, and existing financial systems. This sets the tone for collaboration and helps define the scope of engagement.
Weeks 2–4 involve a deep financial review. The consultant will analyze income statements, balance sheets, cash flow reports, budgets, and KPIs. This phase often uncovers inefficiencies, risks, and missed opportunities.
During weeks 5–6, consultants start developing a strategic plan. This might include cost reduction strategies, tax optimization, investment plans, or growth forecasting. The plan is customized and supported with clear data.
In weeks 7–8, implementation begins. Consultants may help integrate new tools (like accounting software), revise reporting processes, or train internal staff on financial best practices. Communication is key here—weekly check-ins keep everyone aligned.
The final phase (weeks 9–12) focuses on early wins and performance tracking. Consultants establish measurable goals, monitor key indicators, and fine-tune the plan based on real-world results.
By the end of the first 90 days, clients should feel more in control, more confident, and better equipped to make informed financial decisions. It’s the beginning of a long-term transformation driven by expert insight.
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